Quotations & Sales

Updating supplier prices prevents outdated costs in your quotes and protects your margin. Learn how to manage price rules centrally.

Send a quote in German? Let forms, confirmations, quotes and invoices follow your customer's language for a more professional experience.

Quote not opened and no response? Learn the difference between sent and viewed quotes, follow up effectively and avoid missed opportunities.

Quote viewed but no response? See which quote status needs follow-up, when to call and how to combine it with a reminder.

Want to automate quote follow-up without separate lists? Set up reminders and tasks in three steps, so no quote gets left behind.

Want to avoid calculation errors in quotations? Manage prices centrally, check for changes and create quotations more quickly without using separate Excel files.

Want to use a pipeline board to keep track of quotes and ongoing opportunities in a clear and organised way? See which processes have stalled and plan ahead more effectively.

Want to draw up a professional quote? Make it clear what’s included in your price, with clear guidelines, your corporate identity and explanations. That way, you can make a fairer comparison.

Haven’t received a quote? Send your quote as a personalised link, check whether the customer has viewed it, and take targeted action if they haven’t.

What is a pipeline and when do you need one? Keep track of quotations and sales opportunities in a clear and organised way, and identify where follow-up is required.

Accepting a quote online makes it easy to give your approval on your phone or laptop. See how your quote is converted into an invoice or work order.

Delaying your response to enquiries costs you opportunities. Ensure you set up a notification system, have all the necessary details to hand and provide immediate confirmation, so you can follow up more quickly.

Want to follow up on quotes without keeping separate lists? See which quotes have been viewed and set up reminders and tasks for regular follow-ups.